# Y Investments, LLC

> Y Investments, LLC is an exempt reporting adviser in Charlotte, NC, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 338675
- Filed as: Y INVESTMENTS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338675
- AdvisorCensus page: https://advisorcensus.com/firm/y-investments-llc-charlotte-nc-338675

## Quick answers

**Where is Y Investments, LLC located?**
Y Investments, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**How does Y Investments, LLC report to regulators?**
Y Investments, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 338675.

**Does Y Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338675

**What changed in Y Investments, LLC's recent Form ADV filings?**
In the December 2025 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### December 2025
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Y Investments, LLC (CRD 338675): Form ADV filing data as of October 2026.